Tag: MS Financial Planning (page 7 of 7)

Year End Investment Planning – Jeremy Witbeck

Here is a transcript of the webinar: Cindy Grether:  Good morning everyone. Today’s presentation “Year End Investment Planning” is brought to you by California Lutheran University’s financial planning program. We have one of our instructors who is presenting today, it’s Jeremy Witbeck. Jeremy is also an alum of the program. He received his MBA and […]

Mike Panesis – Executive Director for Entrepreneurship

Mike Panesis explains what an Angel Investor is and how it works to be in this field.

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